Walnut Creek, California Office

1333 N California Blvd
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Ryan Schwartz

Ryan Schwartz, CFA, CFP®

Vice President

Walnut Creek, California

  • Ryan’s ability to tackle complex financial problems along with his enthusiasm for working with people has made him an effective advisor.

  • Ryan worked at Private Capital Management Associates (PCMA), a Registered Investment Advisor with a client base made up primarily of Silicon Valley tech professionals. Ryan rose quickly within the firm to lead Portfolio Management and Financial Planning. He began his career at an Ameriprise Financial franchise advisory office in the Seattle/Bellevue area of Washington State.

  • Ryan is a graduate of the University of California, Santa Cruz, earning a B.S. in Ocean Sciences. He holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations.

  • Ryan currently resides in San Francisco with his wife, Kristin. They enjoy many outdoor activities together, including hiking, surfing, and skiing (although Kristin prefers the cabin to the slopes).


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